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Our Company

No matter what your age, it’s always important to make the right financial decisions to assure the security and comfort of your future.

Services

We offer a variety of specialized services designed to meet your specific goals and needs.

Resources

Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

Calculators

Financial calculators to help you with your financial needs.

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Accreditations

CFS

Stevens Financial Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA and SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.

Investment products and services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Fee based investment services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Insurance products and services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Summit Brokerage Services, Inc., its affiliates and Stevens Financial Inc. do not give tax or legal advise.  You should consult an experienced professional regarding the tax consequences of a specific transaction.

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